Welch Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
10,703
+3
| +0% | +$461 | 0.07% | 82 |
|
|
2025
Q1 | $1.64M | Hold |
10,700
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $1.34M | Hold |
10,700
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $1.37M | Hold |
10,700
| – | – | 0.06% | 87 |
|
|
2024
Q2 | $1.12M | Hold |
10,700
| – | – | 0.05% | 90 |
|
|
2024
Q1 | $1,000K | Hold |
10,700
| – | – | 0.05% | 85 |
|
|
2023
Q4 | $965K | Hold |
10,700
| – | – | 0.05% | 93 |
|
|
2023
Q3 | $877K | Sell |
10,700
-2,700
| -20% | -$221K | 0.05% | 87 |
|
|
2023
Q2 | $1.08M | Hold |
13,400
| – | – | 0.06% | 76 |
|
|
2023
Q1 | $961K | Hold |
13,400
| – | – | 0.06% | 80 |
|
|
2022
Q4 | $878K | Sell |
13,400
-558
| -4% | -$36.6K | 0.05% | 89 |
|
|
2022
Q3 | $898K | Buy |
13,958
+395
| +3% | +$25.4K | 0.06% | 77 |
|
|
2022
Q2 | $1.12M | Hold |
13,563
| – | – | 0.07% | 76 |
|
|
2022
Q1 | $1.3M | Buy |
13,563
+163
| +1% | +$15.7K | 0.07% | 77 |
|
|
2021
Q4 | $1.15M | Sell |
13,400
-75
| -0.6% | -$6.43K | 0.07% | 81 |
|
|
2021
Q3 | $1.11M | Sell |
13,475
-95
| -0.7% | -$7.83K | 0.08% | 76 |
|
|
2021
Q2 | $1.13M | Buy |
13,570
+170
| +1% | +$14.1K | 0.08% | 76 |
|
|
2021
Q1 | $960K | Buy |
+13,400
| New | +$960K | 0.07% | 77 |
|
|
2018
Q1 | – | Sell |
-2,229
| Closed | -$142K | – | 148 |
|
|
2017
Q4 | $142K | Buy |
+2,229
| New | +$142K | 0.02% | 119 |
|